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I'm a solo attorney. I use it for task management and to track client fee payments.
- Maintains client contact information.
- It's customizable, so I can add apps that I will use and do without things I don't need.
- It's good for keeping track of tasks.
- Each app needs to integrate better with the apps within the platform
April 07, 2020
Our entire organization uses Podio....Manufacturing, AP/HR, Customer Service, Inventory. It helps keep us organized between departments. We even have a few external contractors using it to communicate projects within the company. Our production team works different hours from our office staff, so it helps us stay on top of projects that cross departments without the headache of balancing meeting times.
- Super easy to use!
- I love that you can set up a project and individual tasks. Those tasks can be assigned to various team members so there is no confusion over who is responsible for the tasks.
- I love the daily email reminders. Keeps everything right in front of you so you know what deadlines you have for that day.
- Sometimes it's a little hard to tag someone in a response. If I'm commenting on a task and that person is not associated to it, but is associated to the bigger project it would be nice to be able to tag them in a comment if you need to communicate with them in order to accomplish your task.
- It would be GREAT if there was integration with the google calendar.
April 06, 2020
Podio is being used primarily in a sales capacity as a CRM to manage incoming leads, keep track of those leads within the sales funnel, and assist with tracking business expenses when it comes to company sales (entertainment, supplies, mileage, etc.).
- Fully customizable!
- Easy to use on variety of devices.
- Data is accessible anywhere.
- It's somewhat complicated to setup out of the gate -- there are so many options.
October 08, 2019
Podio is our key tool we use for our account service team. We have built several custom apps that allow us to track everything we do for our current clients.
- Keeping track of hundreds of our client contacts and key information and meeting notes.
- Customizable apps that work with Globiflow to remind us of key deadlines.
- Customizable templates within apps that remind us to log the right information.
- The interface is not pretty. It could use some design upgrades.
- Globiflow is complicated to use and takes a lot of time to set up correctly. The training forums are complicated too.
- Every so often the entire site goes down - comes back without info lost, but downtime is hard during a business day.
Podio is currently being used to collaborate with developers on our BigCommerce website. We are only using it for the website portion of the business and specifically for development. It has facilitated the communication between our internal team and our external development team. We don't need to coordinate phone calls, we can just chat within the software.
- Facilitates communication.
- Organizes projects.
- The user interface feels dated and is not user-friendly.
I am neutral, as I have not experienced support for Podio. We have not had any issues, so interaction with support has not been needed.
September 18, 2019
We leverage Podio as a collaboration tool in order to get our engineering and sales teams to work together. Podio provides us with easy to generate forms and apps which are consistent and can allow information to flow from one department to another. Additionally, our engineering team leverages Podio in order to send customer satisfaction surveys to our end users as part of project closure.
- Custom forms
- Workflow generation
- Surveys
- Project scoping via forms
- Form signature using right signature
- Additional API integrations
- Project management workflows
- Custom actions for workflows which can be triggered via both push and pull methods
Podio is used across the entire company. It solves any communication problems in each department of our agency, as we are able to log/keep track of every action/request/step that is taken along the way through a month, and it allows for an easy path to recall each previous month's direction/actions/efforts for clients.
- Compartmentalized, in a good way. Every option for a project is represented and easy to see.
- Customization: They work with our teams to help develop the tool and customize it to unique processes within our organization.
- @Mentioning makes tagging associated workers with each job a breeze.
- Needs to be mobile friendly.
- Needs to crash less/have fewer issues. It's a regular thing for our teams to experience outages, or for Podio to be needing updates by the provider.
- It has gotten better, but it can be glitchy (a user may input something, only for it to not actually take effect, costing time and money to find where the issue was and potentially miss deadlines). It's understandable that the platform is constantly improving and adjusting to the needs of our agency, and we appreciate that it's not a one size fits all solution. Because of that, we're more prone to be okay with minor outages.
July 17, 2019
We use Podio as a CRM and database for the whole organization. It stores all our mailing lists, donation history, contacts, and subscription management data. Multiple employees use it, and we integrate with Globiflow to manage orders, automated emails, and letters.
- It's very flexible; you can create whatever you want based on your data structure.
- It's easy for non-tech people to use.
- The integration with Globiflow makes it more than just a database..
- Some of the documentation on calculations could be easier to understand.
- It needs inline editing of records.
We use Podio in primarily a testing manner. Many of our clients use Podio and we integrate our primary product with Podio. We use the software daily as well to be aware of features and workflows that our clients experience. Podio tends to work well in a ticketing manner and even adding contacts.
- Create Ticket Style tasks to work existing items.
- Using flows to follow an item from inception to sale.
- The reporting for Podio is difficult to create and minimal.
- Booking Page connected to the calendar would be nice.
July 04, 2018
Podio is used company wide by all employees at all levels, our business partners and even our clients. Podio allows us 24/7 real-time sharing of information and communication. Everyone receives updates at the same time, and tasks are assigned automatically when actions are taken, making the work flow much more efficient. It allows for transparency and monitoring as well.
- Incredibly easy customization of applications.
- Powerful communication platform.
- Great integration with 3rd party application allowing for additional features in Podio.
- Strong automated task assignments.
- Calendar functionality is very limited to a point that it is a feature we cannot use.
- Printing format of reports could have a better design.
- It would be great if we could hide archived workspaces.
December 12, 2017
We use Podio across our organization. We are a nonprofit housing agency with offices in different cities in NC. We use Podio to organize events, to track projects, and as an agency-wide intranet for our employees. Podio cuts down on the number of emails employees receive and helps managers keep their eye on the progress of specific projects.
- Podio tasks lists are very helpful - employees can keep private task lists or assign their tasks to shared workspaces so their colleagues can pick up on something if they are out sick.
- Workspaces are very flexible and can be set up to include any number of employees or outside partners. You can design your own apps to help get work done, so everything is 100% customizable.
- The chat function and the activity feed in workspaces gives people a place to chat without filling up everyone's email inboxes.
- The calendar function in Podio is its weakest function. It's hard to sync Podio calendars to Outlook calendars, and the personal calendar is difficult to customize.
- There is a definite learning curve with Podio, especially for older employees who didn't grow up with social media.
- You really need a Podio administrator who helps people set up workspaces and apps for the first year. There is a danger in over-using the software, or expecting it to fix other organizational issues.
October 03, 2017
Podio is used across the whole organization. We use it for all teams currently to coordinate everything from content tasks, SEO tasks, design tasks, support tasks, and all items related to launching a new website. We also use it for social media tasks, and all other realms that our company is involved in.
- Documents feedback, keeps tasks organized under a particular entity.
- Notifying team members when something is needed (assuming you tag them).
- Support Ticket documentation.
- Unless you setup a set email folder for new Podio notifications, it is easy for some notifications to get lost when you need a team member to know about something.
- Attachment limit size per task- 100MB- a bit too small.
- Seems to be having a lot of downtime lately
I manage a small group of real estate agents for a team within a larger real estate firm. Podio is used to track our leads and incoming business as "projects" between myself and the assigned agent or agents as the project might call for. All agents use the product on their desktops and on their cell phones.
- The phone app works great
- Allows us to communicate inline on a specific project or task
- Easy search functions
- Customizable
- Good product support
- Could be easier to learn how to customize the product
- Offer fee-based support options to help groups like us to customize the software
February 25, 2016
We use Podio to document our work and facilitate internal communications for our many moving projects. We chose Podio to foster internal communications and manage a diverse array of projects because Podio is incredibly flexible, and creating and relating data sets in "Apps" is very easy. Like a lot of non-profits, the projects and campaigns we advance require us to track varying levels of information. Podio allows us to flexibly change, add or subtract data we need to track and assess. The "relationship" fields available as a building block within Apps also allows us to aggregate data and use Podio in a relational way.
Because Podio's structure and navigation are very intuitive (a lot like social media platforms), adoption to Podio by our staff has been relatively easy and has not required too much training or development.
Lastly, using an online work collaboration or project management platform like Podio significantly increases efficiency and reduces the tendency to keep duplicative information in many places. In general, it allows us to store information, documents and updates in one place that everyone can access, review or query. It's a game changer!
Because Podio's structure and navigation are very intuitive (a lot like social media platforms), adoption to Podio by our staff has been relatively easy and has not required too much training or development.
Lastly, using an online work collaboration or project management platform like Podio significantly increases efficiency and reduces the tendency to keep duplicative information in many places. In general, it allows us to store information, documents and updates in one place that everyone can access, review or query. It's a game changer!
- Very easy for people without coding or technical skills to set up and maintain information in "Apps".
- Platform is very easy to learn and adopt--it's intuitive.
- Project management potential is awesome--instead of having to fit your projects into a structure that is industry specific, you can build an app that tracks what you want, in the order you want it.
- Has a "relationship" field that allows you to relate an individual item or record to a record in another app. It effectively gives some of the functionality of a relational database.
- Very useful for information sharing when staff members are in different regions or places.
- Podio has different types of "contacts," including Workspace contacts, and that is a form of hard-wired data that is hard to figure out how to use. You also can't easily import or export contacts.
- For longer term record keeping, it takes some strategic thinking to figure out how to archive, or make dormant, old or outdated information. It can be done in a variety of ways (by manipulating "views," using "category" fields or cloning apps and data to an archive workspace, but it takes some real thought.
Helps us see who is doing what on a project. We enter what we're doing in the description field and it really helps us to see how far along we are on a project.
- Descriptive.
- I like the status feature on the main network, because you can share with everyone.
- I like the contacts feature, because it let's me see who's available.
- Providing less e-mails
- Over-all look and feel
- I don't like that it doesn't remember me when I log-in.
Podio was used on our project team. It was used to keep track of bugs and issues. We also used it for collaborating between team members. Since most of our team members are spread across globe Podio acted as a point of collaboration.
- Neat Interface.
- Unlike other collaboration software, Podio gives you flexibility to customize workflows with ease.
- Multiple spaces.
- Difficult to understand for new users.
- Too many notifications.
September 30, 2015
We are using Podio ourselves as an CRM, as a tool to manage our buyer personas, a tool to collect and structure our content assets. We are implementing Podio for customers, mostly as a CRM, but also as content management tool and content curation tool.
We are a small company and everyone is using Podio and the Podio iPhone app.
As a CRM it is a good alternative for larger tools like SugarCRM and Salesforce because it is very easy to adjust to changing needs and requirements. What takes months to change in the other CRM's takes days in Podio.
We are a small company and everyone is using Podio and the Podio iPhone app.
As a CRM it is a good alternative for larger tools like SugarCRM and Salesforce because it is very easy to adjust to changing needs and requirements. What takes months to change in the other CRM's takes days in Podio.
- Can be used for all kinds of business departments (HR, Finance, Development, Sales, etc)
- A big App Market Place with predesigned apps (free)
- Low Cost solution - High Flexibilty - Easy to use
- Podio is an open platform, it isn't difficult to connect with it or to build another interface for it
- Automated workflows must be improved (now there are third party solutions)
- Podio workspaces should have the ability to (co) brand
- Faster data entry possibilities
June 03, 2015
Podio is our magic toolbox for managing any kind of project and communication. Web based collaboration changed our business in the last two years. First, we worked internally with Podio to get more structured with ideas. Then, we dived into customer relation management and agile project management. That was the point, where other solutions felt stiffy, but Podio gave flexibility. Furthermore, Podio streamlined our communication and coordination of planning in many ways. Now, we are working with most of our customers within Podio, together.
- If anything has to be tweaked or changed – in Podio you can do that in minutes!
- If you need high security and want the maximum possible transparency of what is shared to whom or who is allowed to see your data – Podio's concept of work spaces is great!
- Easy communication – get in contact with any team member or Podio user: chat, audio or video conferencing is just one click away!
- Work the way you want – in Podio it's easy to structure your data in Apps and to configure workflows that meet your personal needs.
- More filter options for calendars.
- Customizable views for Relation fields.
- Full featured Podio mobile App for iPad.
- A customizable profile status – would love to work with Podio in silent mode (logged in while working, but "not available" for requests when in heavy work mode)
March 17, 2015
I customized a collaboration workspace in Podio for a distributed content marketing team. The entire team (8, at one point) used it for everything from CRM and client sign-up, to project and service management.
Allowed to very effectively run a complex business
In its simplest form, Podio is a very advanced web and mobile-based task manager. It allows one to assign tasks to others and be notified when those are complete. Tasks can be referenced to what it calls "apps" (more like modules, easy to modify). Once I learned I could customize and cross-reference these internal apps , I created an app called "Clients", "Deliverables", "Campaigns", and "Content Planner" (A comprehensive content calendar: blog, social, email, etc.). This allowed for project management of all deliverables for clients, from setups to ongoing marketing, bulk upload of deliverables and content calendar, and lots of other good stuff.
Killed email, with its annoying CC's and ReplyAlls
Lets one have a big picture, and also dive deep into details.
Because of the way if works, if set-up correctly, One can have a calendar view of the work being done, or a task view, or table with progress indicators.
A single point for all business info
Podio can substitute your CRM software, project management, have custom modules suited to specific business needs, and integrate with outside SaaS tools.
Did I mention it has great iPhone and Android mobile apps?
Allowed to very effectively run a complex business
In its simplest form, Podio is a very advanced web and mobile-based task manager. It allows one to assign tasks to others and be notified when those are complete. Tasks can be referenced to what it calls "apps" (more like modules, easy to modify). Once I learned I could customize and cross-reference these internal apps , I created an app called "Clients", "Deliverables", "Campaigns", and "Content Planner" (A comprehensive content calendar: blog, social, email, etc.). This allowed for project management of all deliverables for clients, from setups to ongoing marketing, bulk upload of deliverables and content calendar, and lots of other good stuff.
Killed email, with its annoying CC's and ReplyAlls
Team communications happen within Podio, ideally within the comments space of the app (much like we do on social media). For instance, to follow up on an article draft for a deliverable due next week, instead of emailing the team member, I'd make a comment and “@ mention” the responsible person within the content unit. When they reply, the comments become a history for all team members to see. We could @ mention the graphic designer regarding an image needed and bring her into the conversation that way.
This way of working reduced our internal email to practically zero.
This way of working reduced our internal email to practically zero.
Lets one have a big picture, and also dive deep into details.
Because of the way if works, if set-up correctly, One can have a calendar view of the work being done, or a task view, or table with progress indicators.
A single point for all business info
Podio can substitute your CRM software, project management, have custom modules suited to specific business needs, and integrate with outside SaaS tools.
Did I mention it has great iPhone and Android mobile apps?
- Tool is vastly customizable. They're not kidding when their tag line says: “Work the way you do”
- The mobile apps are top notch. One can even customize how much of the desktop functionality one wants in the mobile app!
- Eliminates the need for internal email. (This alone should be plenty good)
- Expedites communication about big ideas or menial tasks. Makes teams more agile.
- Like a set of old-school Lego, you must know what you want to do with it before digging in. Just creating an account to “give it a try” won't do. This requires planning, and discipline to execute.
- As of the date of the review, some functions, like CRM fall a little short of dedicated SaaS solutions. A lot can be achieved, however, with API and outside extension.
- Again, as of date of review: No built-in task dependencies or Gantt chart functionality.
- Somewhere along the line we lost Google Apps integration, which was a great way to clean the inbox. One used to be able to create a Task from within a message, which in turn would include the body of the email message for reference.
- Calendar integration is convoluted. Global calendar, Workspace calendars. IT gets a little unwieldy to manage.
- Sharing with clients is impractical.
February 27, 2015
We initially tested Podio as a CRM and project management tool. Our choice was driven by the need to integrate these two functions as much of the information and communication retained at the lead/opportunity stage is needed later in the project lifecycle. Currently we are using Podio as an integrated CRM, project management, and knowledge base platform. We are
currently using Podio for operations and marketing and may use it to interface with accounting in the future. Podio addresses the problem of tracking communication within the organization. The platform does a good job of breaking up into functional workspaces and keeping tasks and emails in order.
currently using Podio for operations and marketing and may use it to interface with accounting in the future. Podio addresses the problem of tracking communication within the organization. The platform does a good job of breaking up into functional workspaces and keeping tasks and emails in order.
- Podio is great for organizing and storing communication. The ability to break project into logical chunks and organize events vs deliverables vs contacts works well. The email in to app (bcc the app item) is absolutely key and makes the platform more valuable.
- Mobile access works well and makes it easy to find needed information on the fly.
- The ability to integrate external users into just the needed portions of the platform works well and is a great time saver. It reduces a great deal of duplication in setting up events and sending invites.
- Podio also manages notification well. Users can set the amount and form of notification they get on an individual basis and the daily summary works well.
- The biggest issue with Podio is the confusion with contacts. Podio has multiple forms of contacts which can be confusing and impact functionality. For CRM external contacts can be used but they can't be customized as needed (grouped by organization, link to social profiles, etc). To address this creating a contacts app works but limits other functionality (seeing contacts as contacts from mobile, callouts in comments). Currently I am using the contacts as an app method but hope the developers will integrate this better in the future.
- The double edged sword of functionality vs simplicity falls a little against Podio as a platform. While many of the key functions are well thought out the inability to customize as needed can be frustrating. Coming from a traditional database (access, salesforce, etc) mentality the lack of data types and ability to customize is limiting.
- Mobile access can also be frustrating depending on the use. Podio has stated that they want the system to be live and interactive so having an offline version doesn't make sense. While that makes sense it can be a deal breaker for mobile users with spotty connections.
February 04, 2015
- Podio is the shortest path to consolidating your spreadsheets, task and calendar management, cloud storage and project management all together within days. Cheaper and way simpler than Salesforce and way more capable than Basecamp and the like.
- Podio adapts you, not the other way around. It is not a pre-written software for collaboration (Yammer), but a platform where users create their own modules without having to code or understand databases.
- Podio allows you to bring 3rd party vendors, clients and employees collaborate on their own domain (Workspaces) without having to worry about confidentiality
- There is an App Store where you can simply install workspace templates created by others and start getting things done instead of spending weeks on design, you can always customize your apps as you move on.
- Podio app on iOS is very capable, but on Android it is lagging behind.
- Advanced, multistep, field calculations are harder to implement compared to the rest of the setup.
- User management is handled via Workspaces, which is different than Salesforce.com or similar platforms, it can be both an advantage or a disadvantage based on your workflow.
March 05, 2015
Podio is being used at our company for all aspects of day-to-day tasks. It is being used as a project management tool, a time tracking system, a resource management tool and even an inventory management tool. Its open architecture allows us to create any number of applications that are custom managed for our company and addressed specific problems or processes.
For our clients, it's a valuable tool for project management, approval process system, communication portal and resource handling.
For our clients, it's a valuable tool for project management, approval process system, communication portal and resource handling.
- Project management. A series of applications that work together in order to address any issues related to project management are available and can be customized to specific needs.
- Resources management. A custom application can be created to handle all resource in a company with any number of parameters.
- The sky is the limit! Since all applications are custom made, they can be altered to handle any company need.
- A more advanced workflow system would be appreciated. Since workflows are new to the system I presume that it is something that will be improved over time.
- More advanced field validation when creating applications would be appreciated.
March 04, 2015
Podio is used across each department within AIESEC United States. We initially started using Podio for information management purposes and have since then used it for many other purposes - application process management, task management and tracking, CRM, financial tracking, and many other areas. It allows us to operate transparently as an organization and also have a resource where any member of the organization can find whatever information they need.
- Podio makes it extremely simple to collaborate as an organization. It is a breeze to have multiple people working on the same project.
- I love Podio web forms - they are great for distributing surveys, collecting applications, doing internal employee certifications... anything else you could think of.
- Podio is great for managing resources. We keep all of our marketing materials and resources for any team across the US to use.
- Notifications can get a little out of hand at times. It is a challenge to filter through which notifications are actually important.
January 30, 2015
I use Podio for communicating both with clients and with contractors I work with on any given project. Over time I've also used it to track personal tasks as well because it is very well organized. The problem Podio solves for me is 1) clearly communicating with clients (making sure they are aware of deadlines, etc. and 2) it creates a living, transparent repository for all things related to the project that can even be referred to after the project is completed. I upload all files (design comps, keyword research, have discussions about tricky issues we've worked out on a project) to Podio and the best part is I have had multiple clients (even non technical ones) say they really like using it because it is so simple. It also is customizable in that you can build your own apps for it so I've developed a core of apps that I use on every project which saves me time and keeps project management uniform across all projects.
- The ability to customize apps to your own needs (particularly useful for me with bug tracking)
- Sends email notifications to the RIGHT people when they have a task assigned to them
- Very nice granular permission control and the ability to mark tasks private (for things a client doesn't need to see).
- It has the ability to chat with people online but would love a more robust google hangouts kind of interface ... would love to be able to present via video to clients
- The pricing structure is a bit confusing to me ... it's based on users, but only certain kinds of users. It could be clarified.
- Sometimes there's a lag (it's web based) which can be briefly annoying (admittedly, this could be my connection here in the office).
January 08, 2014
- As a seasoned IT professional responsible for developing business critical applications for a wide variety of industries I have a keen interest in new and innovative solutions for legacy and "new economy" companies. Like many other "grey beard" IT professionals, I have embraced the web based migration of all things IT. Just as we experienced in the 1980's and 90's as we transitioned from Main-Frames to PCs the pace of change in my field continues to accelerate. It takes real-world experience to recognize the "gems" in software applications and web services.
- Podio is a real gem. It builds on the strength of social media web design and marries it with business email applications to create an in-house communication system that has the granularity to manage projects and the extensibility to encompass Customer Relationship Management. Now add a simple programming paradigm for creating dashboard widgets and you see the power of Podio.
- Podio is unlike other web tools that just moved time proven technologies from the desktop to the browser. Not that Salesforce isn't a great database tool, but compared to Podio it is a hammer that sees everything as a nail while Podio is a box of legos.
- I downloaded, installed and tested many similar products before selecting Podio as the best of the bunch. Just check out their demos, forum, and support before you commit to an alternative product. Great solutions aren't just about bullet point features but require a ground swell of users to succeed. I believe Podio "has what it takes" to be the leader in their "solution sphere".
- They offer a generous community edition. Try it out in HR or MarCom. Easy enough for your Executive wing and cool enough for your interns. I say "You won't be sorry".
- More excellent video tutorials for building widgets and reports.
Podio Scorecard Summary
Feature Scorecard Summary
What is Podio?
Podio is a cloud-based collaboration service that was founded in 2009 and acquired by Citrix in 2012. Podio supplies a web-based platform for organizing team communication, business processes, data and content in project management workspaces; also it may be used as a social intranet or as a light CRM platform. Its reporting features allow a user to observe sales pipelines and manage budgets and time. Its task management interface is meant to be lively and dynamic as a social networking site's to facilitate sharing and task delegations, and supports document uploading. Workflows can be improved via automation of various triggered tasks. It integrates email and many familiar programs and applications (e.g. Dropbox, Gmail and Google Apps, Gotomeeting, Excel) to expand functionality, and it is mobile accessible.
Podio began as a free service and a free option still remains, though three tiers of paid plans (Basic, Plus, and Premium) are now offered which expand support options from implementation only to a priority lifetime user able to gain support at any time (Premium), and limited access to shared projects for subordinate team members. However core features are supported across the tiers.
Categories: Collaboration, Project Management
Podio Integrations
Podio Competitors
Podio Pricing
Starting Price: $9
- Does not have featureFree Trial Available?No
- Has featureFree or Freemium Version Available?Yes
- Does not have featurePremium Consulting/Integration Services Available?No
- Entry-level set up fee?No
Podio Technical Details
| Operating Systems: | Unspecified |
|---|---|
| Mobile Application: | No |